Financial Health Check

At Queenslanders Credit Union, we are aware that no two members are exactly the same. Everyone wants (and needs) different things at different stages in their lives – and our finances are no different. But while we are all different, one thing that is consistent when it comes to our finances is that you are much more likely to reach your objectives when you have a clear goal to work towards.

With that in mind, we’ve developed a little questionnaire that can help you start to understand your current financial needs and wants. Perhaps you need to start saving a little each pay day towards a new car or holiday, or maybe you’re happy with your financial position and want to focus on protecting what you already have?

Whatever you find out about your current financial position after completing the questionnaire, the important thing to remember is that the trained professionals at Queenslanders Credit Union can help you achieve your financial goals, regardless of how big or small they may be. Once you’ve worked out what you’d like to achieve financially, give us a call or visit your nearest branch to put the plans in place to make your financial dreams a reality.

So how does it work?

  1. For each of the options below, think about whether the statement matches your current situation;
  2. Go back and look at each of the options again, this time thinking about whether the statement is true of where you’d like to be with your finances in the future;
  3. If your current situation and where you’d like to be in the future match, you are on the right track financially. Keep up the good work!
  4. If your current and desired financial positions don’t match, work out which option best suits your current situation. We’ll use your selection to give some handy hints on how Queenslanders can help you progress to where you’d like to be in the future.